Rolfe & Lobello P. A.
Plan context: Alan J. Polin, P.A. Profit Sharing Plan
EIN 59-1004604 • Maitland, FL • 38 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$908,865
2024 Contributions
$138,548
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $908,865 | $138,548 | $10,658iApproximate average salary by contribution assumption: employee only about $266,438 at 4% or $177,626 at 6%; with 50% employer match about $177,626 at 4% or $118,417 at 6%; with 100% employer match about $133,219 at 4% or $88,813 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 13 | $908,865 | $138,548 | $10,658iApproximate average salary by contribution assumption: employee only about $266,438 at 4% or $177,626 at 6%; with 50% employer match about $177,626 at 4% or $118,417 at 6%; with 100% employer match about $133,219 at 4% or $88,813 at 6%. |
| 2023 | 1 | 10 | $683,731 | $170,915 | $17,092iApproximate average salary by contribution assumption: employee only about $427,288 at 4% or $284,858 at 6%; with 50% employer match about $284,858 at 4% or $189,906 at 6%; with 100% employer match about $213,644 at 4% or $142,429 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 10 | $683,731 | $170,915 | $17,092iApproximate average salary by contribution assumption: employee only about $427,288 at 4% or $284,858 at 6%; with 50% employer match about $284,858 at 4% or $189,906 at 6%; with 100% employer match about $213,644 at 4% or $142,429 at 6%. |
| 2022 | 1 | 13 | $1,584,594 | $178,912 | $13,762iApproximate average salary by contribution assumption: employee only about $344,062 at 4% or $229,374 at 6%; with 50% employer match about $229,374 at 4% or $152,916 at 6%; with 100% employer match about $172,031 at 4% or $114,687 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 13 | $1,584,594 | $178,912 | $13,762iApproximate average salary by contribution assumption: employee only about $344,062 at 4% or $229,374 at 6%; with 50% employer match about $229,374 at 4% or $152,916 at 6%; with 100% employer match about $172,031 at 4% or $114,687 at 6%. |
| 2021 | 1 | 14 | $1,919,627 | $87,147 | $6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,746 at 6%; with 50% employer match about $103,746 at 4% or $69,164 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 14 | $1,919,627 | $87,147 | $6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,746 at 6%; with 50% employer match about $103,746 at 4% or $69,164 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%. |
| 2020 | 1 | 11 | $1,765,186 | $145,592 | $13,236iApproximate average salary by contribution assumption: employee only about $330,891 at 4% or $220,594 at 6%; with 50% employer match about $220,594 at 4% or $147,063 at 6%; with 100% employer match about $165,445 at 4% or $110,297 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 11 | $1,765,186 | $145,592 | $13,236iApproximate average salary by contribution assumption: employee only about $330,891 at 4% or $220,594 at 6%; with 50% employer match about $220,594 at 4% or $147,063 at 6%; with 100% employer match about $165,445 at 4% or $110,297 at 6%. |
| 2019 | 1 | 13 | $1,374,852 | $149,767 | $11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,009 at 6%; with 50% employer match about $192,009 at 4% or $128,006 at 6%; with 100% employer match about $144,007 at 4% or $96,004 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 13 | $1,374,852 | $149,767 | $11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,009 at 6%; with 50% employer match about $192,009 at 4% or $128,006 at 6%; with 100% employer match about $144,007 at 4% or $96,004 at 6%. |
| 2018 | 1 | 17 | $1,663,770 | $130,007 | $7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 17 | $1,663,770 | $130,007 | $7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%. |
| 2017 | 2 | 14 | $1,558,419 | $278,634 | $19,902iApproximate average salary by contribution assumption: employee only about $497,561 at 4% or $331,707 at 6%; with 50% employer match about $331,707 at 4% or $221,138 at 6%; with 100% employer match about $248,780 at 4% or $165,854 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 14 | $1,558,419 | $278,634 | $19,902iApproximate average salary by contribution assumption: employee only about $497,561 at 4% or $331,707 at 6%; with 50% employer match about $331,707 at 4% or $221,138 at 6%; with 100% employer match about $248,780 at 4% or $165,854 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | $0 | - | - |
| 2016 | 2 | 14 | $1,300,482 | $239,888 | $17,135iApproximate average salary by contribution assumption: employee only about $428,371 at 4% or $285,581 at 6%; with 50% employer match about $285,581 at 4% or $190,387 at 6%; with 100% employer match about $214,186 at 4% or $142,790 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 14 | $1,237,513 | $239,888 | $17,135iApproximate average salary by contribution assumption: employee only about $428,371 at 4% or $285,581 at 6%; with 50% employer match about $285,581 at 4% or $190,387 at 6%; with 100% employer match about $214,186 at 4% or $142,790 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 1 | $62,969 | - | - |
| 2015 | 2 | 12 | $1,003,347 | $221,434 | $18,453iApproximate average salary by contribution assumption: employee only about $461,321 at 4% or $307,547 at 6%; with 50% employer match about $307,547 at 4% or $205,031 at 6%; with 100% employer match about $230,660 at 4% or $153,774 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 12 | $936,956 | $221,434 | $18,453iApproximate average salary by contribution assumption: employee only about $461,321 at 4% or $307,547 at 6%; with 50% employer match about $307,547 at 4% or $205,031 at 6%; with 100% employer match about $230,660 at 4% or $153,774 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 2 | $66,391 | - | - |
| 2014 | 2 | 14 | $1,875,538 | $951,516 | $67,965iApproximate average salary by contribution assumption: employee only about $1,699,136 at 4% or $1,132,757 at 6%; with 50% employer match about $1,132,757 at 4% or $755,171 at 6%; with 100% employer match about $849,568 at 4% or $566,379 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 14 | $938,040 | $951,516 | $67,965iApproximate average salary by contribution assumption: employee only about $1,699,136 at 4% or $1,132,757 at 6%; with 50% employer match about $1,132,757 at 4% or $755,171 at 6%; with 100% employer match about $849,568 at 4% or $566,379 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 4 | $937,498 | - | - |
| 2013 | 1 | 17 | $2,205,605 | $138,083 | $8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 17 | $2,205,605 | $138,083 | $8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%. |
| 2012 | 1 | 22 | $2,401,164 | $171,939 | $7,815iApproximate average salary by contribution assumption: employee only about $195,385 at 4% or $130,257 at 6%; with 50% employer match about $130,257 at 4% or $86,838 at 6%; with 100% employer match about $97,693 at 4% or $65,128 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 22 | $2,401,164 | $171,939 | $7,815iApproximate average salary by contribution assumption: employee only about $195,385 at 4% or $130,257 at 6%; with 50% employer match about $130,257 at 4% or $86,838 at 6%; with 100% employer match about $97,693 at 4% or $65,128 at 6%. |
| 2011 | 1 | 21 | $2,066,274 | $203,408 | $9,686iApproximate average salary by contribution assumption: employee only about $242,152 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,623 at 6%; with 100% employer match about $121,076 at 4% or $80,717 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 21 | $2,066,274 | $203,408 | $9,686iApproximate average salary by contribution assumption: employee only about $242,152 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,623 at 6%; with 100% employer match about $121,076 at 4% or $80,717 at 6%. |
| 2010 | 1 | 23 | $1,659,252 | $223,511 | $9,718iApproximate average salary by contribution assumption: employee only about $242,947 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 23 | $1,659,252 | $223,511 | $9,718iApproximate average salary by contribution assumption: employee only about $242,947 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%. |
| 2009 | 1 | 24 | $1,227,873 | $184,870 | $7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 24 | $1,227,873 | $184,870 | $7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 25 | $419,547 | $88,583 | $3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 25 | $419,547 | $88,583 | $3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 22 | $293,441 | $75,546 | $3,434iApproximate average salary by contribution assumption: employee only about $85,848 at 4% or $57,232 at 6%; with 50% employer match about $57,232 at 4% or $38,155 at 6%; with 100% employer match about $42,924 at 4% or $28,616 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 22 | $293,441 | $75,546 | $3,434iApproximate average salary by contribution assumption: employee only about $85,848 at 4% or $57,232 at 6%; with 50% employer match about $57,232 at 4% or $38,155 at 6%; with 100% employer match about $42,924 at 4% or $28,616 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2002 | 3 | 170 | $229,788 | $61,673 | $363iApproximate average salary by contribution assumption: employee only about $9,070 at 4% or $6,046 at 6%; with 50% employer match about $6,046 at 4% or $4,031 at 6%; with 100% employer match about $4,535 at 4% or $3,023 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 170 | $175,791 | $55,673 | $327iApproximate average salary by contribution assumption: employee only about $8,187 at 4% or $5,458 at 6%; with 50% employer match about $5,458 at 4% or $3,639 at 6%; with 100% employer match about $4,094 at 4% or $2,729 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 3 | $53,997 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 16 | $150,327 | $52,874 | $3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,077 at 6%; with 50% employer match about $55,077 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 16 | $150,327 | $52,874 | $3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,077 at 6%; with 50% employer match about $55,077 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 2000 | 3 | 11 | $182,210 | $33,640 | $3,058iApproximate average salary by contribution assumption: employee only about $76,455 at 4% or $50,970 at 6%; with 50% employer match about $50,970 at 4% or $33,980 at 6%; with 100% employer match about $38,227 at 4% or $25,485 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 11 | $107,490 | $29,640 | $2,695iApproximate average salary by contribution assumption: employee only about $67,364 at 4% or $44,909 at 6%; with 50% employer match about $44,909 at 4% or $29,939 at 6%; with 100% employer match about $33,682 at 4% or $22,455 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 2 | $74,720 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 3 | $177,273 | $34,286 | $11,429iApproximate average salary by contribution assumption: employee only about $285,717 at 4% or $190,478 at 6%; with 50% employer match about $190,478 at 4% or $126,985 at 6%; with 100% employer match about $142,858 at 4% or $95,239 at 6%. |
| Alan J. Polin, P.A. Profit Sharing Plan | - | 3 | $102,017 | $9,550 | $3,183iApproximate average salary by contribution assumption: employee only about $79,583 at 4% or $53,056 at 6%; with 50% employer match about $53,056 at 4% or $35,370 at 6%; with 100% employer match about $39,792 at 4% or $26,528 at 6%. |
| Rolfe & Lobello P.A. 401K Retirement Plan | - | 0 | $75,256 | $24,736 | - |